See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,302 | $138,044+25.5% | $125,339+38.3% | $134,475+28.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.82% | 750.33%-767.1pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $4,182 | $5,243-20.2% | $4,814-13.1% | $4,740-11.8% |
| Participant deferral / active EE | $14,042 | $7,799+80.1% | $7,446+88.6% | $6,400+119.4% |
| Admin fee / account holder | $6,489 | $11,571-43.9% | $10,010-35.2% | $11,426-43.2% |